KKR & Co. Inc. (kkr 6.25 03/01/28 D)Preferred / convertible
13F holders, Q4 2025 (December 31)70holders −4
9new positions
14sold out
$28.14avg. 13F price*
At the end of Q4 2025, 70 institutions reported holding KKR & Co. Inc. (kkr 6.25 03/01/28 D) in their 13F filings, down 4 from Q3 2025. 9 opened new positions and 14 sold out. The largest holders were Capital International Investors ($757.6M), Capital World Investors ($269.9M) and Voya Investment Management LLC ($231.7M).
- Company
- KKR & Co. Inc. (kkr 6.25 03/01/28 D)
- CUSIP
- 48251W500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $47.0M |
| Exits | 14 | $120.5M |
All 13F filers, Q3 2025 → Q4 2025: 40,006,038 shares bought and 6,262,006 shares sold, net +33,744,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Capital International Investors | — | Add +31.1% | 14,613,757 | $757.6M |
| Capital World Investors | — | No change | 5,207,215 | $269.9M |
| Voya Investment Management LLC | — | Reduce -6.3% | 4,469,055 | $231.7M |
| BlackRock, Inc. | — | Reduce -4.5% | 3,954,633 | $205.0M |
| Calamos Advisors LLC | — | Reduce -0.6% | 2,114,902 | $109.6M |
| Advent Capital Management | — | Add +12.8% | 1,997,547 | $103.7M |
| Franklin Resources Inc. | — | Add +0.5% | 1,432,594 | $74.3M |
| Victory Capital Management Inc. | — | Add +3.2% | 1,428,020 | $74.0M |
| FMR LLC | — | Add +0.4% | 1,273,000 | $65.8M |
| Infrastructure Capital Advisors, LLC | — | Add +36.9% | 1,116,976 | $57.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -9.4% | 1,079,082 | $55.9M |
| State Street Corp. | — | Add +0.1% | 709,508 | $36.7M |
| Ameriprise Financial Inc. | — | Reduce -7.2% | 634,600 | $32.8M |
| Neuberger Berman Group LLC | — | Reduce -0.1% | 562,100 | $29.1M |
| Clearbridge Investments, LLC | — | Add +1.9% | 527,259 | $27.3M |
| Credit Industriel Et Commercial | — | No change | 480,000 | $25.0M |
| Wellington Management Group LLP | — | Add +611.0% | 476,291 | $24.4M |
| Torray Investment Partners LLC | — | New | 414,402 | $21.5M |
| Ssi Investment Management LLC | — | Add +9.1% | 374,260 | $19.3M |
| Fosun International Ltd | — | New | 33,500,000 | $17.4M |
| Pier 88 Investment Partners LLC | — | Reduce -3.3% | 324,510 | $16.8M |
| Capital International, Inc. | — | Add +35.4% | 272,414 | $14.1M |
| Invesco Ltd. | — | Add +33.7% | 204,898 | $10.6M |
| Bank of America Corp. | — | Reduce -57.3% | 160,189 | $8.3M |
| Rational Advisors, Inc. | — | Reduce -6.9% | 150,400 | $7.8M |
| Manufacturers Life Insurance Company, The | — | No change | 137,070 | $7.1M |
| Longaeva Partners L.P. | — | Reduce -16.7% | 125,000 | $6.5M |
| UBS Group AG | — | New | 112,554 | $5.8M |
| Russell Investments Group, Ltd. | — | Add +29.1% | 5,506,400 | $5.7M |
| Portman Square Capital LLP | — | Reduce -96.2% | 100,000 | $5.2M |
| Alberta Investment Management Corp | — | No change | 100,000 | $5.2M |
| Whittier Trust Co. | — | Add +61.1% | 88,163 | $4.8M |
| Barclays PLC | — | Reduce -40.0% | 65,893 | $3.4M |
| Punch & Associates Investment Management, Inc. | — | Add +0.3% | 60,405 | $3.1M |
| Penserra Capital Management LLC | — | Reduce -1.2% | 59,467 | $3.1M |
| Laffer Tengler Investments, Inc. | — | Add +4.3% | 57,300 | $3.0M |
| Janus Henderson Group PLC | — | No change | 53,300 | $2.7M |
| Fortress Investment Group LLC | — | Reduce -37.7% | 50,000 | $2.6M |
| Morgan Stanley | — | Reduce -82.6% | 39,504 | $2.0M |
| AEGON USA Investment Management, LLC | — | Add +38.5% | 37,400 | $1.9M |
| Palisade Capital Management, LP | — | Reduce -25.3% | 33,612 | $1.7M |
| Steward Partners Investment Advisory, LLC | — | Add +10.9% | 32,599 | $1.7M |
| JPMorgan Chase & Co. | — | Reduce -43.5% | 25,416 | $1.3M |
| Agf Management Ltd. | — | Reduce -29.3% | 20,500 | $1.1M |
| Camden Asset Management L P | — | No change | 20,000 | $1.0M |
| Regal Investment Advisors LLC | — | New | 17,149 | $889K |
| Raymond James Financial Inc. | — | Add +37.7% | 16,045 | $832K |
| Wells Fargo & Company | — | Reduce -91.8% | 14,628 | $758K |
| Jane Street Group, LLC | — | New | 13,901 | $721K |
| Central Pacific Bank - Trust Division | — | Reduce -18.9% | 12,385 | $642K |
| Skaana Management L.P. | — | Reduce -44.1% | 11,002 | $570K |
| LPL Financial LLC | — | Reduce -3.0% | 8,195 | $425K |
| Formidable Asset Management, LLC | — | Add +9.5% | 8,100 | $424K |
| Stratos Wealth Partners, LTD. | — | Add +74.4% | 7,850 | $407K |
| Elequin Capital, LP | — | Add +42.6% | 7,842 | $405K |
| Whittier Trust Co. of Nevada Inc. | — | Add +238.1% | 7,100 | $385K |
| Envestnet Asset Management Inc. | — | Add +29.5% | 6,898 | $358K |
| GTS Securities LLC | — | New | 6,070 | $315K |
| Oddo BHF Asset Management Sas | — | New | 5,284 | $274K |
| Stifel Financial Corp. | — | No change | 4,750 | $246K |
| &partners | — | Reduce -2.8% | 4,181 | $217K |
| Perigon Wealth Management, LLC | — | Reduce -34.2% | 4,139 | $215K |
| Calamos Wealth Management LLC | — | Add +0.8% | 4,137 | $214K |
| Osaic Holdings, Inc. | — | New | 2,830 | $147K |
| Comerica Bank | — | Reduce -50.0% | 1,000 | $52K |
| Bank of Montreal | — | No change | 400 | $21K |
| Lanark Financial, Inc. | — | No change | 265 | $14K |
| Plante Moran Financial Advisors, LLC | — | New | 75 | $4K |
| DV Trading LLC | — | — | 18 | $933 |
| National Bank of Canada | — | Add +40.0% | 7 | $354 |
"% of holder's portfolio" is KKR & CO INC (KKR 6.25 03/01/28 D)'s weight in each manager's 13F, not the share of KKR & Co. Inc. (kkr 6.25 03/01/28 D) the manager owns.